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Make a bigger impact
with better designs
Create animations and
interactive documents
Learn new CS5 tools
and techniques
Gruman
The book you need to succeed!
Push the limits of InDesign
with this in-depth guide
Whether you want to produce eye-catching ads, flashy
newsletters, or interactive PDFs, this detailed guide
shows you how to do it using InDesign CS5. No
matter what your level of experience, everything you
need is right here. From thorough coverage of new
CS5 features, to tricks and techniques from publishing
pros, to how to create winning client presentations—
if you want to master InDesign, this is the book you
need to succeed!
Companion Web Site
• Work efficiently with layers, master pages, and multiple page sizes
• Create text and graphics frames and add metadata captions
• Place objects where you want them with smart tools
• Build timelines and animation, or embed movies and sound
• Create client presentations, work in groups, and collaborate over the Web
• Edit Photoshop
®
, Illustrator
®
, and PDF files from within InDesign
Companion


Web Site
Visit www.indesigncentral.com
for additional tools, updates,
resources, tips, and more.
Galen Gruman
is principal at The Zango Group and
a veteran desktop-publishing guru.
A frequent contributor to
Macworld,
CIO
,
InfoWorld
and other publications,
he has also been editor of
Macworld
, West Coast bureau chief
of
Computerworld
, and executive
editor of InfoWorld.com. He is the
author of
Adobe InDesign CS4

and coauthor of 22 other books
on desktop publishing.
Shelving Category:
COMPUTERS / Image Processing
Reader Level:
Beginning to Advanced
$49.99

USA
$59.99
Canada
Companion Web Site
• Additional tools, updates, resources,
and more
Adobe
®
InDesign
®
CS5
Quickly select overlapped
objects with the content
grabber
Set headline text to span
multiple columns
Adjust object’s relative size
using the Gap tool
Galen Gruman
InDesign
®

CS5
Adobe
®
8-Page Color Insert!
• Striking, full-color examples show
you what you can achieve
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Adobe
®
InDesign
®
CS5
Bible
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Adobe
®
InDesign
®
CS5
Bible
Galen Gruman
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Adobe
®
InDesign
®
CS5 Bible
Published by
Wiley Publishing, Inc.
10475 Crosspoint Boulevard
Indianapolis, IN 46256
www.wiley.com

Copyright © 2010 by Wiley Publishing, Inc., Indianapolis, Indiana
Published by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-0-470-60716-9
Manufactured in the United States of America
10 9 8 7 6 5 4 3 2 1
No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or
by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as per-
mitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior
written permission of the Publisher, or authorization through payment of the appropriate per-copy fee
to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax
(978) 646-8600. Requests to the Publisher for permission should be addressed to the Permissions
Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-
748-6008, or online at />LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO
REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE
CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT
LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED
OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED
HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING
THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL
SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL
PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR
DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN
THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN
THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE
MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT
INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN
THIS WORK WAS WRITTEN AND WHEN IT IS READ.
For general information on our other products and services or to obtain technical support, please contact our Customer
Care Department within the U.S. at (877) 762-2974, outside the U.S. at (317) 572-3993 or fax (317) 572-4002.

Library of Congress Control Number: 2010926829
Trademarks: Wiley and related trade dress are registered trademarks of Wiley Publishing, Inc., in the United States and
other countries, and may not be used without written permission. All other trademarks are the property of their respective
owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book.
Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in
electronic books.
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About the Author
Galen Gruman is the principal at The Zango Group, an editorial development and book produc-
tion firm. As such, he has produced multiple books for Wiley Publishing. He is author or coauthor
of 24 other books on desktop publishing, as well as coauthor of the Mac OS X Snow Leopard Bible.
Gruman led one of the first successful conversions of a national magazine to desktop publishing in
1986 and has covered publishing technology since then for several publications, including Layers
Magazine; Macworld, whose staff he was a member of from 1991 to 1998; and InfoWorld, for which
he began writing in 1986 and of which he is now executive editor.
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Credits
Acquisitions Editor
Aaron Black
Project Editor
Chris Wolfgang
Technical Editor
Jonathan Woolson
Copy Editor
Scott Tullis
Editorial Director
Robyn Siesky
Editorial Manager

Cricket Krengel
Business Manager
Amy Knies
Senior Marketing Manager
Sandy Smith
Vice President and Executive Group
Publisher
Richard Swadley
Vice President and Executive Publisher
Barry Pruett
Project Coordinator
Patrick Redmond
Graphics and Production Specialists
Andrea Hornberger
Jennifer Mayberry
Quality Control Technician
Melissa Cossell
Proofreading and Indexing
Christine Sabooni
Word Co Indexing Services
Media Development Project Manager
Laura Moss
Media Development Assistant Project Manager
Jenny Swisher
Media Development Associate Producer
Josh Frank
Shawn Patrick
Doug Kuhn
Marilyn Hummel
To my wonderful extended family for their ongoing support

and encouragement: my partner Ingall; my mother Leah;
my in-laws the Bulls, Belskys, and Hills; and my brothers
Darius and Stephen
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vii
A
fter seven versions of InDesign, you have to wonder what more can Adobe do to improve it
in meaningful ways. In the case of InDesign CS5 — the eighth version of the leading desk-
top publishing program — Adobe came up with two directions for major improvement.
One is reworking the selection and object-manipulation tools to make them more straightforward
to use while also more flexible and powerful. Such changes are felt in many places, from the Layers
and Links panels to the basic Selection and Direct Selection tools, as well as in the controls over
frame fitting, object styles, step-and-repeat, page controls, and in the new multiple-page-size, text
column-spanning, and Gap tool features.
The other major change is moving InDesign further into the realm of nonprint publishing, in this
edition through the addition of major new animation capabilities that let you create interactive
Adobe SWF files from InDesign. Plus there are a raft of improvements relating to hyperlinks, inter-
active buttons, use of media files such as video and sounds, and PDF file creation.
If you don’t work on nonprint documents, I think you’ll find the selection and object-manipulation
changes more than sufficient reason to move to InDesign CS5. But I also urge you to become famil-
iar with the creation of nonprint documents — in this electronic world, information will be pub-
lished in all sorts of ways, and sticking with just one medium is a path to obsolescence. That’s why
this book gives more weight to nonprint document tools than past editions have, and why
InDesign’s designers are steadily adding such capabilities. Use them.
These two major movements (improving object manipulation and delving further into the nonprint
publishing) have led to dozens of functionality additions and capability improvements (check out
Appendix B for the whole list) that are well designed and manage not to get in the way of all the
other features you know and love — a real challenge for a program as complex and feature-rich as
InDesign.

But of course, there are lots of other refinements in InDesign CS5 that Adobe’s engineers and
designers were able to add in beyond the major new areas of improvement. For example,
Windows 7 users will now find that InDesign supports the gestures enabled by the new genera-
tion of touchscreen PCs (Mac users got this capability in InDesign CS4). InDesign users can now
work with tracked changes in their layouts, no longer seeing this ability limited to InCopy users.
And plug-ins, renamed extensions, are now managed across all Creative Suite applications with a
common tool, the Extension Manager. These three examples show the range of areas where
Adobe has made improvements.
Layout artists have an incredibly powerful tool in the form of InDesign to let them deliver on their
creative aspirations and vision. I hope that this book helps you achieve and indeed increase those
ambitions.
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ix
T
hanks to the development and product marketing staff at Adobe for providing early ver-
sions of the InDesign CS5 software, providing insights into their thinking as they brought
in new features, and listening to suggestions on making it even better. Thanks to the edi-
tors and production staff at Wiley Publishing for their efforts in making this book possible and a
better product, especially to acquisitions editor Aaron Black and project editor Chris Wolfgang.
And ongoing kudos to my regular technical editor Jonathan Woolson for his improvements to the
book’s accuracy and insights.
The
www.InDesignCentral.com
Web site and its contents are copyrighted by The Zango Group.
Original photographs are copyrighted by Ingall W. Bull III.
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x
Preface .......................................................................................................................................... vii
Acknowledgments .........................................................................................................................ix
Introduction ........................................................................................................................... xxxvii
Part I: Welcome to InDesign . . . . . . . . . . . . . . . . . . . . . . . . . .1
Chapter 1: Inside the InDesign Interface .........................................................................................3
Chapter 2: Working with Windows and Views .............................................................................45
Chapter 3: Setting InDesign Preferences .......................................................................................59
Part II: Document Fundamentals . . . . . . . . . . . . . . . . . . . . . 109
Chapter 4: Creating, Opening, and Saving Documents ...............................................................111
Chapter 5: Working with Pages ..................................................................................................135
Chapter 6: Working with Layers .................................................................................................157
Chapter 7: Creating Layout Standards ........................................................................................171
Chapter 8: Defining Colors, Tints, and Gradients .......................................................................207
Part III: Object Fundamentals . . . . . . . . . . . . . . . . . . . . . . . 237
Chapter 9: Adding Frames, Shapes, and Lines ............................................................................239
Chapter 10: Manipulating Objects ..............................................................................................249
Chapter 11: Transforming Objects ..............................................................................................273
Chapter 12: Applying Effects to Objects .....................................................................................287
Chapter 13: Orchestrating Objects ..............................................................................................313
Part IV: Graphics Fundamentals . . . . . . . . . . . . . . . . . . . . . . 355
Chapter 14: Importing Graphics .................................................................................................357
Chapter 15: Fitting Graphics and Frames Together .....................................................................381
Chapter 16: Drawing Free-form Shapes and Curved Paths..........................................................391
Part V: Text Fundamentals . . . . . . . . . . . . . . . . . . . . . . . . . . 421
Chapter 17: Importing Text Files ................................................................................................423
Chapter 18: Flowing Text through a Document ..........................................................................443
Chapter 19: Editing, Spell-checking, and Replacing Text ...............................................................519
Chapter 20: Specifying Character Attributes ...............................................................................487
Chapter 21: Specifying Paragraph Attributes ...............................................................................509

Chapter 22: Creating Special Text Formatting ............................................................................537
Chapter 23: Using Special Characters .........................................................................................553
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Part VI: Business Document Fundamentals . . . . . . . . . . . . . 571
Chapter 24: Workgroup Editing .................................................................................................573
Chapter 25: Setting Up Tabs and Tables .....................................................................................587
Chapter 26: Using Automatic and Custom Text ..........................................................................607
Chapter 27: Working with Footnotes, Indexes, and TOCs ..........................................................627
Part VII: Output Fundamentals . . . . . . . . . . . . . . . . . . . . . . 645
Chapter 28: Creating Multidocument Projects ............................................................................647
Chapter 29: Preparing for Color Prepress ...................................................................................657
Chapter 30: Preparing for Printing ..............................................................................................677
Chapter 31: Printing Documents ................................................................................................697
Part VIII: Multimedia Fundamentals . . . . . . . . . . . . . . . . . . . 721
Chapter 32: Creating Prepress Files ............................................................................................723
Chapter 33: Using Hyperlinks and Creating Web Pages ..............................................................743
Chapter 34: Using Interactive Media and Creating PDF Documents ...........................................759
Chapter 35: Using Animation and Creating Flash Documents ....................................................779
Part IX: Programming InDesign . . . . . . . . . . . . . . . . . . . . . . 795
Chapter 36: Working with XML .................................................................................................797
Chapter 37: Using Scripts ...........................................................................................................809
Part X: Appendixes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 827
Appendix A: Installing InDesign and Extensions .........................................................................829
Appendix B: What’s New in InDesign CS5 ..................................................................................837
Index ..........................................................................................................................................851
xi
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xiii
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii
Acknowledgments  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  ix
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxxvii
Part I: Welcome to InDesign 1
Chapter 1: Inside the InDesign Interface . . . . . . . . . . . . . . . . . . . . . . . . . .3
Understanding Global and Local Control ..............................................................................4
Exploring the InDesign Application Folder ...........................................................................6
The Presets folder ........................................................................................................6
The Plug-ins folder ......................................................................................................7
The Scripts folder ........................................................................................................7
Exploring the Document Window ........................................................................................7
Title tab .......................................................................................................................9
Rulers ..........................................................................................................................9
Zero point .................................................................................................................10
Scroll bars .................................................................................................................11
Pasteboard, pages, and guides ...................................................................................12
Page controls .............................................................................................................12
Reveal pop-up menu .................................................................................................13
Application frame ......................................................................................................13
Application bar .........................................................................................................13
Using Tools .........................................................................................................................14
Selecting tools ...........................................................................................................15
Understanding what the tools do...............................................................................16
Selection tool ...................................................................................................16
Direct Selection tool ........................................................................................17
Page tool ..........................................................................................................19
Gap tool ..........................................................................................................19
Type tool .........................................................................................................19

Type on a Path tool .........................................................................................19
Line tool ..........................................................................................................19
Pen tool ...........................................................................................................19
Anchor and direction point tools .....................................................................20
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Contents
Pencil tool .......................................................................................................20
Smooth tool .....................................................................................................20
Erase tool ........................................................................................................20
Frame tools .....................................................................................................20
Shape tools ......................................................................................................21
Scissors tool .....................................................................................................21
Free Transform tool .........................................................................................21
Rotate tool .......................................................................................................21
Scale tool .........................................................................................................21
Shear tool ........................................................................................................22
Gradient Swatch tool .......................................................................................22
Gradient Feather tool ......................................................................................22
Note tool .........................................................................................................23
Eyedropper tool ...............................................................................................23
Measure tool ....................................................................................................23
Hand tool ........................................................................................................23
Zoom tool ........................................................................................................23
Apply buttons ...........................................................................................................23
Screen Mode buttons .................................................................................................23
Using tool tips and keyboard shortcuts .....................................................................24
Opening and closing the Tools panel ........................................................................25
Working with Panels and Docks .........................................................................................26
Arranging panels .......................................................................................................27

Changing the dock display ........................................................................................28
Using panels ..............................................................................................................29
Checking out the panels ............................................................................................30
Basic control panels .........................................................................................30
Text-formatting panels ....................................................................................32
Table-formatting panels ...................................................................................33
Text-management panels .................................................................................33
Object management panels ..............................................................................34
Layout management panels .............................................................................34
Color management panels ...............................................................................35
Prepress and output management panels .........................................................35
Web and interactive media management panels ..............................................36
Automation panels ..........................................................................................36
Specialty information panels ............................................................................37
CS Live panels .................................................................................................37
Reviewing Menu Commands ...............................................................................................38
InDesign menu ..........................................................................................................38
File menu ..................................................................................................................39
Edit menu .................................................................................................................39
Layout menu .............................................................................................................39
Type menu ................................................................................................................40
xiv
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xv
Contents
Object menu .............................................................................................................40
Table menu ...............................................................................................................40
View menu ................................................................................................................40
Window menu ..........................................................................................................41

Help menu ................................................................................................................41
Contextual menus .....................................................................................................41
Undoing What You’ve Just Done .........................................................................................43
Summary ............................................................................................................................44
Chapter 2: Working with Windows and Views . . . . . . . . . . . . . . . . . . . . . 45
Working with Multiple Document Windows ......................................................................45
Using Workspaces ..............................................................................................................49
Working with Views ...........................................................................................................50
Zooming and scrolling ..............................................................................................51
The Zoom tool .................................................................................................51
Zoom options in the View menu .....................................................................52
The Zoom Level field and pop-up menu ..........................................................53
The Hand tool .................................................................................................53
Gestures ..........................................................................................................53
The quick zoom function ................................................................................54
Setting object display options ....................................................................................55
Using screen modes...................................................................................................56
Summary ............................................................................................................................57
Chapter 3: Setting InDesign Preferences . . . . . . . . . . . . . . . . . . . . . . . . . 59
Working with Preferences Files ...........................................................................................59
Setting universal defaults ...........................................................................................59
InDesign Defaults file ................................................................................................60
Presets folder .............................................................................................................61
Using the Preferences Dialog Box ........................................................................................62
General preferences ...................................................................................................63
Page Numbering area ......................................................................................63
Font Downloading and Embedding area ..........................................................64
Object Editing area ..........................................................................................64
Reset All Warning Dialogs button ....................................................................65
Interface preferences .................................................................................................65

Type preferences .......................................................................................................67
Type Options area ...........................................................................................67
Drag and Drop Text Editing area .....................................................................69
Smart Text Reflow area ....................................................................................69
Advanced Type preferences .......................................................................................70
Character Settings area ....................................................................................70
Input Method Options area .............................................................................71
Composition preferences ...........................................................................................71
Highlight area ..................................................................................................72
Text Wrap area ................................................................................................73
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xvi
Contents
Units & Increments preferences ................................................................................73
Ruler Units area ...............................................................................................73
Other Units area ..............................................................................................75
Point/Pica Size area ..........................................................................................76
Keyboard Increments area ...............................................................................76
Grids preferences ......................................................................................................78
Baseline Grid area ............................................................................................78
Document Grid area ........................................................................................79
Guides & Pasteboard preferences ..............................................................................80
Color area ........................................................................................................80
Guide Options area .........................................................................................80
Smart Guides area ...........................................................................................81
Pasteboard Options area ..................................................................................81
Dictionary preferences ...............................................................................................81
Language area ..................................................................................................82
Hyphenation Exceptions area ..........................................................................83

User Dictionary area ........................................................................................84
Spelling preferences ..................................................................................................84
Find area .........................................................................................................85
Dynamic Spelling area .....................................................................................85
Autocorrect preferences .............................................................................................85
Notes preferences ......................................................................................................86
Track Changes preferences ........................................................................................87
Story Editor Display preferences ...............................................................................88
Text Display Options area ...............................................................................88
Cursor Options area ........................................................................................89
Display Performance preferences ...............................................................................90
Options area ....................................................................................................90
Adjust View Settings area ................................................................................91
Appearance of Black preferences ...............................................................................91
Options for Black on RGB and Grayscale Devices area .....................................91
Overprinting of [Black] area ............................................................................92
File Handling preferences ..........................................................................................92
Document Recovery Data area .........................................................................92
Saving InDesign Files area ...............................................................................93
Snippet Import area .........................................................................................94
Links area ........................................................................................................94
Clipboard Handling preferences ................................................................................94
Clipboard area .................................................................................................95
When Pasting Text and Tables from Other Applications area ..........................96
Setting Other Global Preferences .........................................................................................96
Setting up automatic program updates ......................................................................96
Customizing keyboard shortcuts ...............................................................................98
Using and modifying default shortcuts ............................................................98
Viewing and printing shortcuts......................................................................100
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xvii
Contents
Customizing menus ................................................................................................101
Color management settings .....................................................................................102
Modifying Defaults for Documents, Text, and Objects ......................................................102
Document defaults ..................................................................................................103
Text defaults ...........................................................................................................104
Object defaults ........................................................................................................104
Modifying Defaults for Views ............................................................................................105
Setting Color and Style Defaults ........................................................................................106
Reverting Preferences and Defaults....................................................................................107
Summary ..........................................................................................................................107
Part II: Document Fundamentals 109
Chapter 4: Creating, Opening, and Saving Documents . . . . . . . . . . . . . 111
Taking Stock before You Begin..........................................................................................111
Setting Up a New Publication ...........................................................................................112
Creating new documents .........................................................................................113
Creating your own document types .........................................................................116
Opening Documents and Templates .................................................................................117
Opening documents versus opening templates ........................................................120
Working with files in the Bridge file system ............................................................121
Converting documents created with other programs ...............................................122
QuarkXPress .................................................................................................123
PageMaker .....................................................................................................124
Recovering a document after a crash or power failure..............................................124
Saving Documents and Templates .....................................................................................125
Saving documents versus saving templates ..............................................................127
Knowing how to not save changes ...........................................................................127
Saving Files in Other Formats ...........................................................................................128

Export formats for whole documents ......................................................................128
Export formats for document elements ....................................................................129
Working with exported tagged text files ........................................................130
Exporting files as JPEG graphics ....................................................................131
Summary ..........................................................................................................................133
Chapter 5: Working with Pages  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Working with Multipage Documents ................................................................................135
Adding pages ..........................................................................................................136
Changing pages’ sizes ..............................................................................................138
Deleting pages .........................................................................................................139
Copying and moving pages .....................................................................................139
Working within a document..........................................................................139
Working across documents ...........................................................................140
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Contents
Starting documents on a left page ............................................................................141
Controlling page shuffling .......................................................................................142
Creating gatefold spreads ........................................................................................142
Working with page numbers ...................................................................................144
Dividing a document into sections ..........................................................................145
Navigating pages .....................................................................................................147
Navigating by page number ...........................................................................148
Navigating with the menus and shortcuts ......................................................149
Navigating with the Pages panel ....................................................................149
Working with specialty page controls ......................................................................150
Transparency alert .........................................................................................151
Rotated page views ........................................................................................151
Page transitions .............................................................................................152

Color labels ...................................................................................................153
Adjusting page layouts ............................................................................................153
Summary ..........................................................................................................................156
Chapter 6: Working with Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Creating layers ........................................................................................................160
Working with individual objects on layers ..............................................................162
The active layer .............................................................................................162
Selecting objects on layers .............................................................................163
Placing objects on layers ................................................................................163
Moving objects to different layers ..................................................................164
Manipulating entire layers .......................................................................................165
Selecting layers ..............................................................................................165
Hiding layers .................................................................................................165
Locking layers ...............................................................................................166
Preventing layers from printing or exporting .................................................166
Rearranging layers .........................................................................................167
Merging layers ...............................................................................................167
Deleting layers ...............................................................................................168
Controlling guides .........................................................................................168
Summary ..........................................................................................................................169
Chapter 7: Creating Layout Standards  . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Creating and Applying Master Pages .................................................................................172
The Pages panel.......................................................................................................173
Creating a new master page .....................................................................................176
Basing a master page on another master page ................................................178
Creating master pages from document pages .................................................178
Importing a master page ..........................................................................................179
Duplicating a master ......................................................................................179
Deleting a master ...........................................................................................179
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